SpaceX 买频谱，押注 Grok Bot 取代 App

Herbert Ong @herbertong原推发布于 2026.10.10

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SpaceX is buying Grain Management's nationwide 800 MHz spectrum, up to 14 MHz of paired low-band, reportedly for about $8B. Verizon, AT&T and T-Mobile fell 5–7.5%, while SpaceX rose about 2.5% after hours. @thejefflutz says spectrum was the hurdle. Low-band goes through walls, so Starlink Mobile can now pair satellites with ground coverage. The next question is the device. Nearly all phones used in the US are made in Asia, and with Terafab handling the silicon, a SpaceX phone isn't a stretch. The bigger shift is the interface. Grok Bot users already open Gmail and flight apps less. The boarding pass shows up when you walk to the gate. Own the network, the chip and the agent, and the grid of apps starts to disappear. $SPCX